Compass Minerals International, Inc. (CMP)

Over the past six months, Compass Minerals International's stock has seen significant movement, with a gain of 26.79%. The stock price as of April 6, 2026, was $23.45 per share, representing a substantial increase of 152.97% over the past year. In March 2026, Compass Minerals reported strong fiscal 2026 first-quarter results, with net income of $18.6 million and total company adjusted EBITDA up 103% year-over-year to $65.3 million. In February 2026, Compass Minerals announced a conference call to discuss its first-quarter fiscal 2026 results. In December 2025, the company announced fiscal Q4 and full-year 2025 results and senior leadership team appointments. In August 2025, JP Morgan issued a price target of $18 for CMP. In March 2025, S&P Global Ratings downgraded Compass Minerals International to 'B' from 'B+' due to expected EBITDA contraction of 15%-20% in fiscal 2025 and increased debt.

Demand for Compass Minerals International's products, particularly highway deicing salt, is highly seasonal and significantly influenced by winter weather conditions. A mild winter season can lead to lower sales volumes and higher inventory levels, impacting profitability. The company manages this seasonality by adjusting production volumes at its mines. The Plant Nutrition segment may experience different seasonal patterns related to agricultural cycles.

Compass Minerals International, Inc. is an American public company that produces essential minerals, operating in the mineral and phosphate mining industry. The company focuses on the production and distribution of salt, sulfate of potash (SOP), and magnesium chloride for consumer, agricultural, and industrial applications. Compass Minerals is also a significant producer of sulfate of potash specialty fertilizer, marketed under brands like Protassium+.

Compass Minerals International is headquartered in Overland Park, Kansas, U.S. The company operates production and packaging facilities, as well as an extensive network of depots for storage and distribution, across the United States, Canada, and the United Kingdom. Its primary markets are North America, which accounts for approximately 85% of its revenues, and the United Kingdom, contributing about 13% of revenues. Key operational locations include underground salt mines in Goderich, Ontario (Canada), Cote Blanche, Louisiana (U.S.), and Winsford, Cheshire (U.K.). The company also produces fertilizer from a brine operation at the Great Salt Lake in Utah.

In the past year, Compass Minerals has focused on a "back-to-basics" strategy and business optimization. The company's responsibility reports, including its 2024 ESG Report, have received positive aggregate usefulness scores from reviews. However, the company's reputation and financial standing were impacted by a downgrade from S&P Global Ratings in March 2025. Recent strong financial results in Q1 2026 suggest a positive shift in performance and potentially reputation.

Approximately 87.88% to 99.78% of Compass Minerals International, Inc.'s stock is owned by institutional investors. Insiders own about 0.98% to 4.62% of the stock, while public companies and individual investors hold the remaining shares, ranging from 3.09% to 21.83%. Major institutional shareholders include Koch, Inc., SailingStone Capital Partners LLC, BlackRock, Inc., Vanguard Group Inc, State Street Corp, Ewing Morris & Co. Investment Partners Ltd., American Century Companies Inc, Gumshoe Capital Management LLC, Newtyn Management, LLC, and Geode Capital Management, Llc.